Views in HubSpot CRM are your best way to get a quick glance at a set of contacts, companies, or deals. They help you organize and prioritize your process.
Today, views are getting an overhaul, with a goal of making them easier to manage and navigate, cleaner to create, and more flexible to share. Here’s the quick rundown:
1. Views in HubSpot CRM are now called saved filters. 2. Saved filters are now accessed via a full-screen management area, rather than a small sidebardrop-downn. 3. You can now favorite up to five saved filters, which will remain pinned to the left-hand sidebar. 4. Creating a saved filter is now much more spacious. In addition, the five properties you use the most are now surfaced front-and-center when creating a saved filter. 5. Saved filters can now be shared with a single team. Previously, they could only be private or shared with all. 6. And finally, for the first time, saved filters are available in HubSpot Marketing, in addition to HubSpot CRM.